VFORX Mutual Fund

VFORX Mutual Fund (Vanguard Target Retirement 2040 Fund) is managed by Vanguard (US) with $118.00B in net assets. VFORX expense ratio is 0.08%, holding 7 positions across various sectors. Inception date: 2006-06-07.

VFORX performance shows a YTD return of 7.93%. The 1-year return is 17.50% and the 5-year return is 8.09%. VFORX dividend yield stands at 2.55%, paid annually.

VFORX top holdings include Vanguard Total Stock Market Index Fund Institutional Plus Shares (43.5%), Vanguard Total International Stock Index Fund Investor Shares (30.2%), Vanguard Total Bond Market Ii Index Fund (18.1%), Vanguard Total International Bond II Index Fund (7.6%), Vanguard Market Liquidity Fund (0.5%). Go to all VFORX holdings, VFORX sectors, or VFORX dividends.

VFORX can be compared against other funds. Use VFORX overlap to find shared positions, or VFORX vs another fund for a side-by-side view. VFORX alternatives are available via the screener, along with tax-loss harvesting opportunities.